Notify me when Certified Advisory Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 317 | $1,097,540,837 | +$53,129,584 | -$21,476,050 | +$31,653,534 | VUG, QQQ, COWZ, VTV, IVV | 13F-HR | 12 Jan 2026, 09:54 |
| Q3 2025 | 315 | $1,052,964,794 | +$66,460,841 | -$32,363,618 | +$34,097,223 | VUG, QQQ, COWZ, VTV, IVV | 13F-HR | 12 Nov 2025, 19:17 |
| Q2 2025 | 303 | $962,060,174 | +$51,624,955 | -$26,921,486 | +$24,703,469 | VUG, QQQ, COWZ, VTV, IVV | 13F-HR | 14 Aug 2025, 11:20 |
| Q1 2025 | 295 | $883,252,382 | +$21,454,154 | -$46,246,553 | -$24,792,399 | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 08 May 2025, 15:32 |
| Q4 2024 | 297 | $921,403,236 | +$87,107,074 | -$25,460,688 | +$61,646,386 | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 14 Jan 2025, 20:36 |
| Q3 2024 | 297 | $902,604,635 | +$85,999,901 | -$26,547,281 | +$59,452,620 | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 12 Nov 2024, 09:49 |
| Q2 2024 | 288 | $797,172,832 | +$95,608,331 | -$14,516,762 | +$81,091,569 | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 13 Aug 2024, 13:56 |
| Q1 2024 | 266 | $716,763,430 | +$83,061,899 | -$58,743,264 | +$24,318,635 | VUG, COWZ, VTV, QQQ, IVV | 13F-HR | 10 May 2024, 15:00 |
| Q4 2023 | 264 | $659,230,293 | +$97,418,162 | -$25,902,290 | +$71,515,872 | VUG, VTV, COWZ, QQQ, IVV | 13F-HR | 09 Feb 2024, 12:54 |
| Q3 2023 | 293 | $500,687,371 | +$56,751,664 | -$37,170,503 | +$19,581,161 | VUG, VTV, SCHD, COWZ, QQQ | 13F-HR | 13 Nov 2023, 17:19 |
| Q2 2023 | 258 | $543,843,083 | +$38,763,660 | -$79,626,196 | -$40,862,536 | VUG, VTV, IAGG, SCHD, COWZ | 13F-HR | 14 Aug 2023, 12:52 |
| Q1 2023 | 274 | $562,571,758 | +$60,244,391 | -$24,541,302 | +$35,703,089 | VUG, IAGG, VTV, SCHD, IVV | Restatement | 17 May 2023, 15:06 |
| Q4 2022 | 232 | $505,818,768 | +$57,863,681 | -$21,731,284 | +$36,132,397 | IAGG, VTV, VUG, SCHD, IVV | 13F-HR | 14 Feb 2023, 17:32 |
| Q3 2022 | 221 | $438,195,000 | +$56,427,257 | -$37,451,793 | +$18,975,464 | IAGG, VUG, VTV, SCHD, IVV | 13F-HR | 14 Nov 2022, 16:01 |
| Q2 2022 | 238 | $448,533,000 | +$66,898,596 | -$24,431,425 | +$42,467,171 | IAGG, VUG, VTV, SCHD, IVV | 13F-HR | 15 Aug 2022, 10:59 |
| Q1 2022 | 252 | $470,641,000 | +$64,887,453 | -$28,275,602 | +$36,611,851 | IAGG, IVV, VUG, AAPL, VTV | 13F-HR | 13 May 2022, 17:29 |
| Q4 2021 | 219 | $453,351,000 | +$30,393,825 | -$16,457,126 | +$13,936,699 | IAGG, IVV, AAPL, VUG, VTV | 13F-HR | 14 Feb 2022, 11:22 |
| Q3 2021 | 248 | $411,595,000 | +$33,937,821 | -$12,724,363 | +$21,213,458 | IAGG, IVV, VUG, VTV, AAPL | 13F-HR | 15 Nov 2021, 11:10 |
| Q2 2021 | 214 | $397,818,000 | +$26,479,451 | -$32,665,429 | -$6,185,978 | IAGG, IVV, VUG, VTV, AAPL | 13F-HR | 16 Aug 2021, 11:45 |
| Q1 2021 | 784 | $385,680,000 | $0 | $0 | $0 | IAGG, IVV, VUG, RSPS, AAPL | 13F-HR | 10 May 2021, 15:34 |
| Q2 2020 | 761 | $302,283,000 | +$38,739,232 | -$29,260,575 | +$9,478,657 | IAGG, USMV, IVV, RSPS, VUG | 13F-HR | 27 Jul 2020, 16:42 |
| Q1 2020 | 783 | $252,890,000 | +$18,263,565 | -$14,243,172 | +$4,020,393 | IAGG, RSPS, IVV, USMV, VUG | 13F-HR | 27 Apr 2020, 15:09 |
| Q4 2019 | 794 | $312,822,000 | +$19,116,610 | -$10,202,795 | +$8,913,815 | IAGG, RSPS, IJR, IVV, VAW | 13F-HR | 29 Jan 2020, 13:27 |
| Q3 2019 | 788 | $287,807,000 | +$23,406,333 | -$8,329,415 | +$15,076,918 | IAGG, RSPS, IJR, IVV, DON | 13F-HR | 12 Nov 2019, 09:53 |
| Q2 2019 | 796 | $268,910,000 | +$31,669,630 | -$7,469,574 | +$24,200,056 | IAGG, RSPS, IJR, IJH, DON | 13F-HR | 07 Aug 2019, 17:06 |
| Q1 2019 | 737 | $238,039,000 | +$28,652,184 | -$6,995,373 | +$21,656,811 | IAGG, RSPS, IJR, IVV, DON | 13F-HR | 07 May 2019, 12:55 |
| Q4 2018 | 746 | $192,692,000 | +$14,692,258 | -$7,869,305 | +$6,822,953 | RSPS, IJR, IVV, DON, VTV | 13F-HR | 04 Feb 2019, 15:11 |
| Q3 2018 | 776 | $216,135,000 | +$31,441,771 | -$6,061,582 | +$25,380,189 | RSPS, IJR, IVV, DON, IJH | 13F-HR | 13 Nov 2018, 13:48 |
| Q2 2018 | 767 | $177,591,000 | +$13,206,829 | -$6,341,425 | +$6,865,404 | IJR, IVV, IJH, VGT, VTV | 13F-HR | 13 Aug 2018, 19:56 |
| Q1 2018 | 758 | $168,588,000 | +$50,633,172 | -$18,707,963 | +$31,925,209 | IJR, IVV, VGT, IJH, AAPL | 13F-HR | 30 Apr 2018, 16:47 |
| Q4 2017 | 718 | $133,336,000 | $0 | $0 | $0 | RHS, VNQ, IVV, IJR, RSP | 13F-HR | 22 Feb 2018, 14:20 |